Advisers on the Move TEST

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Jeffrey Gordon BeckerWintrust Investments LLCAmeriprise Financial Services, LLC$2503-11-2009
Jeffrey William BruceCetera Advisor Networks LLCAmeriprise Financial Services, LLC06-30-2009
Meenakshi RaiNorthwestern Mutual Investment Services, LLCAmeriprise Financial Services, LLC07-02-2009
Daniel Alexander LockwoodWaddell & ReedAmeriprise Financial Services, LLC08-05-2009
Christopher Michael ToscanoLPL Financial LLCAmeriprise Financial Services, LLC08-24-2009
Bradley James WehnerB. C. Ziegler and CompanyAmeriprise Financial Services, LLC09-08-2009
Jason Andrew ToshFifth Third Securities, Inc.Ameriprise Financial Services, LLC09-09-2009
Patrick Michael ShawCharles Schwab & Co., Inc.Ameriprise Financial Services, LLC10-12-2009
Richard Christopher RileyCetera Advisor Networks LLCAmeriprise Financial Services, LLC10-15-2009
Craig David AlexanderHornor, Townsend & Kent, LLCAmeriprise Financial Services, LLC$1001-11-2010
Kimra Gayle ManionNew England SecuritiesAmeriprise Financial Services, LLC02-01-2010
Christine Kay SpencerMorgan StanleyAmeriprise Financial Services, LLC02-08-2010
Julie Irene SmithAmeriprise Financial Services, LLCAmeriprise Financial Services, LLC02-12-2010
Erik Craig OlsonArete Wealth Management, LLCAmeriprise Financial Services, LLC$1003-31-2010
Scott Nelson CullitanCharles Schwab & Co., Inc.Ameriprise Financial Services, LLC$1005-24-2010
Thomas John SannemanLPL Financial LLCAmeriprise Financial Services, LLC05-26-2010
Drew David PattersonLPL Financial LLCAmeriprise Financial Services, LLC$1005-26-2010
Oliver Milnes KramerLPL Financial LLCAmeriprise Financial Services, LLC$1006-30-2010
Jeffrey L. MenoughLPL Financial LLCAmeriprise Financial Services, LLC07-08-2010
Tina MeckaroskiMorgan StanleyAmeriprise Financial Services, LLC08-09-2010
Nicholas Joseph ReilandSigma Financial CorporationAmeriprise Financial Services, LLC$10001-04-2011
Todd Michael PriceMorgan StanleyAmeriprise Financial Services, LLC01-14-2011
Gregory Joseph RusnakSigma Financial CorporationAmeriprise Financial Services, LLC$5001-28-2011
Christopher Robert DavidsonCLA Financial Advisors, LLCAmeriprise Financial Services, LLC04-01-2011
Edward John Rusnak Jr.Wells Fargo Advisors Financial Network, LLCAmeriprise Financial Services, LLC09-23-2011
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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.